Viewing Actual and Budgeted Amounts for more Periods

Instead of viewing the actual and budgeted amounts for all accounts within a single period, you can view a number of periods for a single account.

To View Actual and Budgeted Amounts for several Periods:

  1. Open the Chart of Accounts window.

  2. Select the relevant G/L account.

  3. Click Balance, G/L Account Balance/Budget.

  4. Fill in the fields in the header. For Help about a specific field, click the field and press F1.

  5. To see a specification of an amount shown, select the amount and click the AssistButton .

Note

The filters you set in the window header will be applied to G/L entries as well as budget entries.

The left-hand columns contain the periods according to the selected time interval button. There are five columns on the right hand side. The first four columns show actual and budgeted debit and credit amounts for each account. The fifth column shows the proportional relationship between the actual and the budgeted amounts on the G/L account.

Tip

Use the time interval buttons in the G/L Account Balance/Budget window to select the period length and the way the amounts will be calculated (Net Change or Balance at Date).

Related Topics

Viewing Actual and Budgeted Amounts for all Accounts

Viewing Budgets

Setting Up New Budgets

Copying Budgets

Dimension

 



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